Milestone Partners

07/19/2026

Happy National Ice Cream Day! Whether your go-to is classic vanilla, mint chocolate chip, or something a little more adventurous, today is a good excuse to slow down and enjoy a summer favorite.

What’s your favorite ice cream flavor?

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

Have you heard of the “Rule of 55”?
If you leave your employer in the year you turn 55 or later, you may be able to take withdrawals from certain workplace retirement plans without the early withdrawal penalty.
This applies only to the plan you were contributing to at the time you left your job. Were you familiar with this rule?
https://bit.ly/4yp4Gnx

07/13/2026

It’s not always easy to separate emotions from financial decisions. Headlines, alerts, and market noise can trigger instinctive reactions, often before we’ve had time to think things through.
Research shows that when we feel fear or excitement, our brain shifts into “fight or flight” mode, making rational decision-making more difficult. That’s why perspective and discipline matter, especially during uncertain moments.
This video explores how understanding behavioral finance can help keep emotions from driving decisions meant for the long term. Legal File #8715037
https://bit.ly/4bae9VZ

07/10/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

07/09/2026

The summer before college is full of big emotions: excitement, anticipation, pride, and maybe a little uncertainty, too.

For many families, it’s a season of preparing for new routines, new experiences, and a major life milestone. Wherever this next chapter takes your student, we hope you take time to enjoy these moments together along the way.

07/07/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

07/06/2026

Do you know someone who could benefit from receiving personalized financial advice or a second opinion? We'd be happy to connect with your friends and family to discuss ways to help them reach their financial goals.

07/04/2026

Happy Independence Day from all of us at Milestone Partners! We hope your day is filled with family, friends, good food, and time to enjoy the summer season. Wishing everyone a safe and happy holiday weekend!

06/28/2026

"Today is National Insurance Awareness Day. It’s a good reminder to review your coverage and make sure it still aligns with your current situation and priorities.

When was the last time you took a look?"
https://bit.ly/4xRY1lt